Today's Stock Investing Pulse
Devon Energy’s $8B Marcellus Asset Offer Signals Aggressive Growth Post-Merger
Devon Energy completed its merger with Coterra, creating a larger diversified oil and gas operator. Stone Ridge Asset Management has signaled an $8 billion opening offer for Devon’s Marcellus assets, and the combined company expects to lift its dividend by roughly 30%.
Robinhood: World-Class Entry Point (Rating Upgrade)
Robinhood (HOOD) has been upgraded to a Buy as the stock trades roughly 55% below its all‑time high, offering what analysts call a world‑class entry point. The broker‑dealer posted a 52% jump in FY25 revenue and a 76% surge in adjusted EBITDA, expanding margins by eight percentage points. Platform assets rose 68% year‑over‑year, driven by a 16% increase in ARPU, a 58% rise in Gold subscriptions, and a 102% jump in retirement assets under custody. Crypto now accounts for about 20% of 2025 revenue, adding a speculative tilt to an otherwise diversified business.
Markets Rebound Every Crash—Stay Focused Long Term
The stock market went down: • 49% in 2000 • 55% in 2008 • 35% in 2020 • 27% in 2022 • 23% in 2025 But it recovered every single time so far. There will always be short term volatility. That’s totally normal and healthy. Focus on...
War Boosts Returns; Your Reaction Is the Real Risk
War actually isn’t a bad time to invest… • Large caps averaged ~11.4% returns • Small caps averaged ~13.8% returns • Volatility was lower than normal The real risk to your portfolio isn’t war It’s your reaction to it.
Why I Don't Invest In BDC ETFs, But Only Cherry-Pick My Own
The author argues against investing in BDC ETFs such as BIZD and PBDC, favoring a selective approach to individual business development companies. He highlights that the BDC universe is small, with only two pure‑play indices, making ETFs less transparent. Hidden...
Rainmaker Powers Anthropic Funding While SpaceX Preps $40‑80B IPO
Rainmaker Securities is channeling billions of dollars of private‑market capital into Anthropic amid a surge of investor demand, while SpaceX’s confidential IPO filing could raise up to $80 billion and signal fresh AI‑focused investment opportunities. The dual dynamics are redefining how...
Amazon Shares Drop 18% After $200 B AI Spend Plan Triggers Massive Valuation Loss
Amazon announced a $200 billion multi‑year AI infrastructure spend, far above Wall Street’s $146.6 billion forecast. The surprise drove the stock down 18%, erasing roughly $450 billion in market cap despite a fourth‑quarter revenue beat of $213.4 billion. Investors now demand proof that the...
Tata Steel Hit with $212 Million Excess‑Mining Demand as Share Price Slides
Tata Steel has been served a Rs 1,755 crore (about $212 million) demand notice for alleged over‑mining in Jharkhand. The steelmaker plans to appeal the order as its shares tumble amid broader market weakness, highlighting regulatory risk for India's heavy‑industry sector.
Profitability Drives SaaS Premium Multiples Over Growth
SaaS valuations aren’t random — they cluster around growth + profitability Forward EV/Gross Profit vs NTM growth shows: • Higher growth → higher multiples (expected) • But operating margin is the real filter • Profitable names (green) consistently trade at premium $NET — 48x EV/GP...
The AI Gold Rush Is Real — but Great Companies Don’t Need to Mine It
Artificial intelligence now dominates venture capital, accounting for roughly two‑thirds of U.S. VC dollars in 2025, up from about ten percent a decade ago. The surge reflects belief that AI will reshape productivity and competitive dynamics across the economy. Yet...
Dividend Safety In Volatile Times
The CNN Fear & Greed Index has plunged into extreme‑fear territory, highlighting heightened market volatility in 2026. In this climate, dividend‑paying stocks attract income‑focused investors, but only if the payouts are sustainable. The article explains how the dividend payout ratio...
Mizuho Lowers Its Price Target on Autolus Therapeutics Plc (AUTL) to $10 From $12
Mizuho Securities lowered its price target for Autolus Therapeutics plc (NASDAQ:AUTL) to $10, down from $12, while keeping an Outperform rating. The adjustment follows Autolus' Q4 earnings, which posted a loss per share of $0.34 versus a $0.43 consensus estimate...
Baird Lowers Its Price Target on Nyxoah SA (NYXH) to $4.62 From $5.87
Nyxoah SA, a neurostimulation developer for obstructive sleep apnea, reported Q4 revenue of €5.64 million (≈ $6.2 million), a five‑fold increase from the prior year, and a loss per share of €0.59 (≈ -$0.65). The company’s first full U.S. commercialization period showed strong surgeon...
Time Wins: Markets Rise After Every Bear
Stick to long term plans. $spx monthly flows win. 529 plans can pay for college Markets take the stairs up and the elevator down." This chart proves it beyond any doubt. S&P 500. Every bull and bear market since 1949. Bull markets: → Average...
Lithia & Driveway Price Target Lowered to $320 From $354 at Goldman Sachs
Goldman Sachs analyst Mark Jordan reduced Lithia & Driveway's price target to $320 from $354, keeping a Neutral rating. The adjustment reflects newer industry data indicating softer vehicle volumes in February and March than previously projected. Goldman’s revised forecasts align...
Fewer Investment Decisions, Better Business Quality Focus
Chuck Akre on decision-making "The fewer investment decisions we make, the less exposure we have to making mistakes. Obviously, these decisions that are made must be correct, which is why we spend so much time trying to understand the quality of...
Forget Tilray: This Boring Dividend Beast Is a Much Savvier Play
Altria Group (MO) remains a cash‑generating dividend powerhouse, delivering over 6% yield while posting more than $20 billion in annual revenue. The tobacco giant has diversified into the recreational cannabis market through a roughly $1.8 billion stake in Cronos, now about 41%...
Asset-Light Myth: Investments Now Hit Income, Not Balance Sheet
"I always thought this idea of asset light was a bit of a myth because if you're just laser focused on investment, you're just realizing the investment was not in the balance sheet as it was historically, it's now...
I've Changed My Mind on This Beaten-Down Growth Stock. The AI Supercycle Bears Got It Wrong.
Reddit (NYSE: RDDT) has slumped about 50% from its September peak, prompting analysts to reconsider its valuation. The platform logged $2.2 billion in 2025 revenue, up 69% year‑over‑year, and swung to a $530 million profit after a $484 million loss in 2024. Valuation...
Fermi REIT Shares Tumble 41% After $750 M IPO, Raising AI Power‑Grid Concerns
Fermi REIT’s shares slid 41% in March, erasing much of the $750 million raised in its 2025 IPO. The drop follows a $150 million tenant withdrawal and looming lock‑up expirations, underscoring investor wariness about the REIT’s AI‑focused power‑grid ambitions.
Workday Beats Q3 FY26 Estimates, Lifts Subscription Revenue Guidance to $8.9 B
Workday reported Q3 FY26 earnings that topped analysts' forecasts and raised its full‑year subscription revenue guidance to $8.83 billion, a 14% year‑over‑year increase. The SaaS giant also signaled higher operating margins and robust cash generation, underscoring its AI‑driven growth strategy.
Figma Stock Slides 28% in March as AI Competition and Market Headwinds Bite
Figma's shares fell 28.1% in March, the steepest monthly decline for the design‑tool SaaS firm in 2026. The slide reflects investor anxiety over AI rivals and a broader slowdown in enterprise SaaS spending, even as the company reports positive cash...
ISS Warns Against BP Dropping Climate Reporting, Cites Proxy Risk
Macro: ISS opposes BP’s move to retire climate reporting, highlighting governance vs ESG scrutiny. Key: precedent risk. Risk: reputational & proxy fights. Trade: avoid new BP longs before AGM. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Use Portfolio‑Level Beta, Not Single‑Stock, for Reliable Risk
Beta shows market sensitivity but loses value in crises. R² reveals reliability—low R² implies idiosyncratic risk. Beta shifts with lookback. Trade insight: apply beta at portfolio level, not to single stocks. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Hunting for Returns: Hatching a New Strategy for Sticky Inflation
Investors are moving from over‑valued AI software stocks to a barbell portfolio that pairs aggressive tech exposure with tangible, hard‑asset holdings. The article spotlights four companies—CrowdStrike, Constellation Energy, Corning, and Stratasys—as anchors for this strategy, each addressing a critical infrastructure...
Could Investing $10,000 in SPYM Make You a Millionaire?
The State Street SPDR Portfolio S&P 500 ETF (SPYM) has posted an average 10‑year return of 15.5% while charging a razor‑thin 0.02% expense ratio. Since its launch in 2005 the fund has generated roughly 11% annualized gains, outpacing the broader market’s...
Piper Sandler Sees “Two Halves” In Mortgage Market, Lowers Rithm Capital (RITM)
Piper Sandler lowered its price target on Rithm Capital (RITM) to $14 from $15 while maintaining an Overweight rating. The firm described the first quarter as a “two halves” mortgage market: rates slipped to 5.98% before climbing back to about...
TD Cowen Lowers Kraft Heinz (KHC) as Food Sector Faces Cost Pressures
TD Cowen analyst Robert Moskow lowered Kraft Heinz's price target to $20 from $24 and kept a Hold rating, citing rising input costs from the Iran conflict and limited pricing power. The firm also trimmed earnings forecasts for several large‑cap...
Citi Boosts Northern Oil and Gas (NOG) Price Target, Sees Discipline in E&Ps
Citi analyst Paul Diamond raised Northern Oil and Gas (NOG) price target to $39 from $34, keeping a Buy rating, after updating its small‑cap exploration and production models to reflect higher oil and gas price forecasts. The firm highlighted robust...
Erste Group Sees Profit Growth Ahead, Upgrades Verizon (VZ) to Buy
Erste Group upgraded Verizon Communications (NYSE:VZ) to a Buy rating, highlighting the carrier’s profitability that exceeds most competitors. The analyst expects Verizon’s operating profit to rise over the next two years. A federal judge recently issued a preliminary injunction blocking...
QLV: Sensible Quality And Low Volatility Strategy, Yet Outperformance Is Unlikely, A Hold
The FlexShares US Quality Low Volatility Index Fund (QLV) employs a passive strategy that blends quality and low‑volatility factors, featuring a weighted‑average 24‑month beta of 0.65 and a modest value tilt. Its low beta should keep downside capture below 80%,...
Fearful Dips Lead to Record-Breaking Market Gains
Opportunities : Lessons from Market Crashes 📉📈 1️⃣ Harshad Mehta Scam (1992) 🔻 Crash: 54% | ⏳ Recovery: 2Y 4M 2️⃣ Dotcom Bubble (2000) 🔻 Crash: 56% | ⏳ Recovery: 2Y 3M 3️⃣ Global Crisis (2008) 🔻 Crash: 61% | ⏳ Recovery: 1Y 8M 4️⃣ COVID Crash...
Brand Power No Longer Guarantees Retail Stock Success
Why I’m Staying Completely Away from Consumer Retail Stocks Nike, Lululemon, and LVMH Are Crumbling: Here’s Why Brand Power Alone No Longer Wins I currently have zero exposure to consumer retail stocks, and I plan to keep it that way. In my day...
AST SpaceMobile Shares Jump 17.7% as Low‑Orbit Satellite Array Gains Investor Backing
AST SpaceMobile’s low‑orbit satellite array propelled its stock 17.7% higher this week, adding to a 27.5% year‑to‑date gain and a four‑fold increase over the past year. The surge reflects growing investor confidence in the company’s smartphone‑direct broadband model as the...
Wix Raises $250 Million to Accelerate AI Integration Across Its Platform
Wix.com Ltd. secured $250 million in a private placement led by Durable Capital Partners, earmarked for AI development and a $2 billion share buyback. The funding comes as the company reports a 14% revenue rise to $524 million in Q4 2025 and targets...
Atlassian Shares Dive 57% as Analysts Doubt AI‑Driven Suite Viability
Atlassian's shares have tumbled 57% this year, driven by analyst worries that its AI‑augmented productivity suite may not sustain growth on a per‑user model. The company reported a record $6 billion annual run‑rate and 5 million Rovo users, but also announced a...
VTI Slips 6% From 52‑week High but Stays Within Range, Underscoring Large‑cap Resilience
Vanguard's Total Stock Market ETF (VTI) dropped roughly 6% from its 52‑week high amid Middle‑East tensions and higher energy prices. Despite the pullback, the fund stays up about 16% over the past year, with large‑cap stocks still accounting for roughly...
NextDecade LNG Shares Surge 7% on Middle East Tensions Driving Gas Prices
NextDecade's shares jumped almost 7% after Middle East tensions pushed natural‑gas prices higher. The spike reflects investors' view that the U.S. LNG producer is well‑placed to meet rising global demand amid supply concerns in the Strait of Hormuz.
Sensex SIP Turns ₹25 Lakh Into ₹1.54 Crore over 25 Years Despite Multiple Market Shocks
A systematic investment plan (SIP) of ₹1 lakh per year in the Sensex from 2001 to 2025 would have grown to roughly ₹1.54 crore (about $185,000), delivering a cumulative return of over 2,500%. The index surged from 3,262 in 2001 to a...
BEHL Q4 2025
Beijing Enterprises Holdings (BEHL) just dropped its Q4 2025 results. Key figures on revenue, profit, and dividends are in. A look at performance across gas, water, and brewery segments. Earnings
Long‑term Investing Is Essential for Wealth Growth
Go out a year or more, and it's clear why staying invested is key to building wealth JPMAM https://t.co/MTyltd1yyP
Lipocine’s Oral Brexanolone Phase 3 Fails, Shares Crash 78%
Lipocine Inc.’s Phase 3 trial of LPCN‑1154, an oral brexanolone for postpartum depression, failed to meet its primary endpoint, triggering a 78% plunge in the company’s share price. The setback raises questions about the viability of oral neurosteroid therapies and...
Probability‑Adjusted DCF: Essential Tool for Valuing Pre‑Profit Biotechs
When thinking about valuing #biotechs, especially those which are not yet profitable, a probability adjusted discounted cash flow model is perhaps the most important methodology Though it too has drawbacks #DCF #PoS #learnbiotechinvesting #investing #BiotechPrometheus https://t.co/1sfTMkZ6kO
Investors Should Prioritize Slow, Steady Wealth Growth
“Ninety-nine percent of investors shouldn’t try to get rich too quickly—it’s too risky. Try to get rich slowly.” — John Templeton https://t.co/WNkQILQKip
Crumly & Associates Sells $3.4 Million of TDIV ETF, Retains 2% Stake
Crumly & Associates Inc. sold 35,046 shares of the First Trust NASDAQ Technology Dividend Index Fund (TDIV) for an estimated $3.42 million, cutting its quarter‑end position by $3.73 million. The firm still holds over 100,000 shares, leaving the ETF at 2.05% of...
Time Rewards Good Ideas, Punishes Bad Theses
"Patient" and "long-term" are not strategies. They're just words. If your thesis is wrong, being long-term only multiplies your problems. Time is your friend with good businesses and your enemy with bad ones.
Roku Posts $1.39B Q4 Revenue, Net Profit but Shares Slide on Valuation Concerns
Roku announced fourth‑quarter 2025 results with revenue up 16% to $1.39 billion, platform revenue rising 18% to $1.22 billion and net income of $80.5 million. Despite the upbeat numbers, the streaming‑device maker’s shares retreated as investors and analysts flagged a price‑to‑earnings multiple near...
The Down Years
The piece reviews how the S&P 500, Russell 2000 and Nasdaq 100 have fared during down years, contrasting the volatile 2000‑2008 period with the smoother post‑2009 bull market. Since 2009 the S&P 500 has closed the calendar year in the red only twice in...
MAG7 PEG Split: Nvidia, Avago, Meta Undervalued; Apple Overpriced
The MAG7 valuation breadown: PEG 2 is when things are getting expensive Attractive: • NVDA • AVGO • META Reasonable • AMZN • MSFT • GOOGL Expensive • AAPL
Gold and Stocks Correcting From Overvalued Peaks
Gold & Stocks are in correction mode from Expensive valuations What could go wrong? https://t.co/BpD29sNDFY
SoFi's Fintech Façade Hides Risky Unsecured Loan Engine
$SOFI's "fintech" mask hides a massive unsecured lending operation - Bank in disguise: lending ~90% of profits, NII >60% - Growth driven by risky unsecured loans in a saturated market - Aggressive accounting inflates earnings - Re-rate to bank multiples => 60%+ downside https://t.co/ZZ8DRGoMRM